Atlas CRM Cloud
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  • Getting started
    • Checklist
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  • Admin configuration
    • Templates
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    • Access and User roles
      • Granting access to Atlas CRM
      • Customising User roles
    • Automations
      • Triggers
        • Issue created
        • Issue comment added
        • Issue updated
        • Contact linked to issue
        • Company linked to issue
        • Sale linked to issue
      • Actions
        • Link company based on custom field
        • Link contact based on custom field
        • Link contact based on reporter's email
        • Link company based on reporter's email
        • Copy template fields to custom fields
        • Link a linked company
        • Link a linked contact
        • Log issue as interaction
      • Configure an automation
        • Select trigger and actions
        • Publishing your automation
        • Disabling an automation
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  • Server / Data Center documentation
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  1. Admin configuration
  2. Automations

Triggers

A trigger is an event that starts the execution of the configured actions.

Last updated 4 months ago

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Issue created
Issue comment added
Issue updated
Contact linked to issue
Company linked to issue
Sale linked to issue